See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
Filed as: AUDIT AND TAX SOLUTIONS CPAS INC. Service code 10 · EIN 94-3211753 | Accounting | $5,635 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $1,305 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
HARRIS1 year Service code 52 · EIN 04-3276558 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 56-2496730 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,108 | $50,385+132.4% | $75,670+54.8% | $62,292+88.0% |
| Participation rate | 86.0% | 67.7%+18.3pp | 72.3%+13.7pp | 69.5%+16.5pp |
| Annual return | 20.24% | 19.90%+0.3pp | 27.34%-7.1pp | 28.90%-8.7pp |
| Employer contribution / active EE | $4,078 | $1,537+165.3% | $2,352+73.4% | $2,042+99.7% |
| Participant deferral / active EE | $6,030 | $2,445+146.6% | $3,142+91.9% | $3,169+90.3% |
| Admin fee / account holder | $9 | $384-97.7% | $5,800-99.8% | $479-98.1% |